Key concepts about money to teach your kids

Key concepts about money to teach your kids

When it comes to money, it is never too early to start educating your kids and teaching them good habits.  Here are a few concepts that some of us at P&A have implemented with our own kids.  If you are a parent, or even a grandparent, hopefully these concepts are...
Five key ‘To-Do’s’ before year end

Five key ‘To-Do’s’ before year end

Dear P&A Client, You hired us for a reason, or two…maybe even three.  One should be so that you don’t have to make financial decisions as if you’re stranded alone on a desert island.  We see our job not only to effectively manage your investment portfolio, but...

Since 1995, we have existed for one purpose...to help our clients live the life they’ve always imagined. We are a fee-only registered investment advisor (RIA) and a full-time fiduciary, meaning we fight for your best interests day in and day out. Our approach results in shared success.

DOWNLOAD "5 KEYS TO RETIRING WITH CONFIDENCE" HERE

DOWNLOAD "5 KEYS TO RETIRING WITH CONFIDENCE" HERE

Please enter your name and email below.

You have Successfully Subscribed!